International Investment Advisors – Canada

<strong>Prestige IFA Jobs specialises in connecting UK-qualified financial services professionals with international wealth management opportunities.</strong> Whether you are currently based in the United Kingdom, Europe, the Middle East, Asia or Latin America, this role provides exposure to international clients, cross-border financial planning and expatriate wealth management solutions.<br><br><strong>Description<br><br></strong>A highly regulated international financial advisory firm is expanding in Canada and seeking experienced Private Wealth Managers to deliver cross-border advice to UK and EU expatriates. Work remotely from anywhere in Canada, managing high-net-worth client portfolios, providing tax-efficient investment strategies, and implementing tailored financial plans. Ideal candidates hold CISI/CII Level 4 or equivalent, have experience in lump sum investing, and thrive in a client-facing, commission-driven environment.<br><br><strong>Key Responsibilities<br><br></strong><ul><li>Deliver strategic advice on investments, pensions, and international financial planning</li><li>Design and implement tax-efficient strategies for expatriate clients</li><li>Build and maintain long-term client relationships</li><li>Keep up-to-date with regulatory changes and market trends</li><li>Implement and review financial plans to ensure alignment with client objectives</li><li>Prepare financial reports, recommendations, and portfolio updates</li><li>Identify new prospects and professional intermediary relationships</li><li>Participate in networking, seminars, and marketing activities<br><br></li></ul><strong>Requirements<br><br></strong><ul><li>Living and working in Canada, or have residency allowing work there</li><li>CISI/CII Level 4 or equivalent; other finance/pensions/insurance qualifications considered</li><li>5+ years of client-facing experience, ideally within international or offshore financial advisory</li><li>Proven track record in lump sum investing and financial planning</li><li>Strong analytical, communication, negotiation, and presentation skills</li><li>Self-motivated, solution-oriented, and capable of working independently</li><li>Excellent IT skills and familiarity with digital communication tools<br><br></li></ul><strong>Benefits<br><br></strong><ul><li>Commission-based earnings with market-leading structures</li><li>Access to global investment solutions and cross-border tax specialists</li><li>Support for professional development and career progression<br><br></li></ul><strong>Notes<br><br></strong>This role is client-facing, performance-driven, and focused on relationship building, new business development, and high ethical standards. Only apply if you meet the wealth management experience and qualification requirements.Senior Role,<br><br>All IFA job news at www.prestigeifajobs.com<br><br>Join our IFA and BDM Jobs Newsletter<br><br>Subscribe to get our latest content by email.<br><br>We respect your privacy. Unsubscribe at any time.<br><br>Built with Kit<br><br>Tagged as: Commission Only, OTE $60K–$120K+, Senior Role

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